See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $119,524 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,120 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,551 | $87,621-44.6% | $86,436-43.8% | $77,904-37.7% |
| Participation rate | 83.3% | 85.8%-2.5pp | 80.3%+3.0pp | 73.7%+9.6pp |
| Annual return | -16.26% | -13.90%-2.4pp | 4394.89%-4411.2pp | 12.21%-28.5pp |
| Employer contribution / active EE | $0 | $3,474-100.0% | $3,769-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $5,074 | $8,645-41.3% | $6,952-27.0% | $4,806+5.6% |
| Admin fee / account holder | $99 | $85+16.4% | $6,731-98.5% | $133-25.7% |